For: Level 5 Strategic Partners

Through Level 5 Financial our Strategic Partners have access to Elite Growth Academy.

The pandemic has brought many challenges—but also many opportunities for those who are equipped and ready to seize them. In order to not only survive but truly thrive in the current market, financial advisors and accountants need to arm themselves with the knowledge, skills, and tools that will make them the most relevant advisor to their clients.

Join us for this 3-Day virtual event.

Day 1 is packed with powerful sessions designed to help you grow your practice and transform from advisor to CEO.

Day 2 is focused on helping you develop a truly unique value proposition by understanding how to communicate and deliver what your ideal clients want…and so much more!

Day 3 is about creating powerful teams and professional alliances. We bring together advisors and accountants to help build 21st century practices designed to meet the complex needs of high net worth clients.